First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.
| Filer | Shares | Market Value | Δ Shares | Change |
|---|---|---|---|---|
OSAIC HOLDINGS, INC.CIK 0001677044 | 194,085 | $11.57M | -95,314 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 183,152 | $11.16M | -13,731 | ↓ DEC |
Mariner, LLCCIK 0001373442 | 181,309 | $10.81M | +155,442 | ↑ INC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 76,600 | $4.57M | -27,667 | ↓ DEC |
Capital Investment Advisory Services, LLCCIK 0001659203 | 74,890 | $4.46M | +4,373 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 51,382 | $3.06M | -2,993 | ↓ DEC |
CITADEL ADVISORS LLCCIK 0001423053 | 50,053 | $2.98M | -66,176 | ↓ DEC |
GTS SECURITIES LLCCIK 0001452765 | 38,994 | $2.32M | -237 | ↓ DEC |
Ethos Capital Management, Inc.CIK 0002106214 | 30,833 | $1.84M | -7,076 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 28,160 | $1.68M | +2,910 | ↑ INC |
ABSOLUTE CAPITAL MANAGEMENT, LLCCIK 0001817648 | 28,100 | $1.68M | +24,100 | ↑ INC |
HBW ADVISORY SERVICES LLCCIK 0001790525 | 24,951 | $1.49M | -54,333 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 24,502 | $1.46M | -11,635 | ↓ DEC |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 23,790 | $1.42M | -970 | ↓ DEC |
Snowden Capital Advisors LLCCIK 0001903055 | 17,450 | $1.04M | -14 | ↓ DEC |
VestGen Advisors, LLCCIK 0002050130 | 14,061 | $1.04M | +4,054 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 13,893 | $828.16K | +6,548 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 13,669 | $814.83K | +10,010 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 11,838 | $706.00K | -5,394 | ↓ DEC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 9,057 | $539.89K | -102,901 | ↓ DEC |
RHODES INVESTMENT ADVISORS INC /ADVCIK 0001005186 | 6,676 | $397.96K | – | no_change |
BOOTHBAY FUND MANAGEMENT, LLCCIK 0001549230 | 4,600 | $274.21K | -500 | ↓ DEC |
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855 | 4,241 | $252.81K | +1,058 | ↑ INC |
Creative PlanningCIK 0001540235 | 3,517 | $209.65K | +495 | ↑ INC |
IFP Advisors, IncCIK 0001641866 | 2,735 | $163.03K | +661 | ↑ INC |
| Filer | Δ Shares | Value |
|---|---|---|
Mariner, LLC↑ INC | +155,442 | $10.81M |
HRT FINANCIAL LP↑ INC | +75,597 | $4.99K |
FLOW TRADERS U.S. LLCNEW | +26,366 | $1.57K |
ABSOLUTE CAPITAL MANAGEMENT, LLC↑ INC | +24,100 | $1.68M |
LPL Financial LLC↑ INC | +10,010 | $814.83K |
Kestra Advisory Services, LLC↑ INC | +6,548 | $828.16K |
Capital Investment Advisory Services, LLC↑ INC | +4,373 | $4.46M |
VestGen Advisors, LLC↑ INC | +4,054 | $1.04M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +2,910 | $1.68M |
KINGSWOOD WEALTH ADVISORS, LLC↑ INC | +1,058 | $252.81K |
| Filer | Δ Shares | Value |
|---|---|---|
GOLDMAN SACHS GROUP INC↓ DEC | -102,901 | $539.89K |
OSAIC HOLDINGS, INC.↓ DEC | -95,314 | $11.57M |
CITADEL ADVISORS LLC↓ DEC | -66,176 | $2.98M |
HBW ADVISORY SERVICES LLC↓ DEC | -54,333 | $1.49M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -27,667 | $4.57M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -13,731 | $11.16M |
Cetera Investment Advisers↓ DEC | -11,635 | $1.46M |
Allworth Financial LP↓ DEC | -8,524 | $12.70K |
Ethos Capital Management, Inc.↓ DEC | -7,076 | $1.84M |
ROYAL BANK OF CANADA↓ DEC | -5,394 | $706.00K |